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Investment

Investing should be easy – just buy low and sell high – but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snare some investors.

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What Smart Investors Know

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

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The Utility of Sector Investing

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

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From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

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Why have the markets been so volatile recently?

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A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."

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The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.

How to Invest in LGBTQ+ Friendly Companies

This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.

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This questionnaire will help determine your tolerance for investment risk.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

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This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

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This calculator can help you estimate how much you should be saving for college.

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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Investments

You’ve made investments your whole life. Work with us to help make the most of them.

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How do the markets usually react to elections? Was the 2016 election any different?

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All about how missing the best market days (or the worst!) might affect your portfolio.

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